Lennar Corp - B SHS (LEN/B)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Greenhaven Associates Inc

INCREASED

Shares365,959 from 364,059

Change+1,900 (+1%)

Value$29.3M (-$3.0M)

Filed 2026-10-26

Magnolia Group, LLC

INCREASED

Shares186,894 from 143,409

Change+43,485 (+30%)

Value$14.9M (+$2.2M)

Filed 2026-11-05

Dimensional Fund Advisors LP

INCREASED

Shares144,254 from 142,939

Change+1,315 (+1%)

Value$11.5M (-$1.1M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares94,308 from 115,356

Change-21,048 (-18%)

Value$7.5M (-$2.7M)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares87,081 from 118,606

Change-31,525 (-27%)

Value$7.0M (-$3.6M)

Filed 2026-11-02

Montgomery Investment Management Inc

DECREASED

Shares53,696 from 55,017

Change-1,321 (-2%)

Value$4.3M (-$585.4K)

Filed 2026-10-26

ACR Alpine Capital Research, LLC

INCREASED

Shares44,941 from 40,626

Change+4,315 (+11%)

Value$3.6M (-$9.1K)

Filed 2026-11-02

Mraz, Amerine & Associates, Inc.

INCREASED

Shares38,037 from 35,284

Change+2,753 (+8%)

Value$3.0M (-$87.5K)

Filed 2026-10-30

Exchange Traded Concepts, LLC

NEW

Shares25,737

Change+25,737

Value$2.1M

Filed 2026-10-28

Tweedy, Browne Co LLC

NEW

Shares25,737

Change+25,737

Value$2.1M

Filed 2026-11-04

State of Alaska, Department of Revenue

UNCHANGED

Shares25,051 from 25,051

Change0 (0%)

Value$2.0K (-$2.2M)

Filed 2026-10-15

Carmel Capital Partners, LLC

UNCHANGED

Shares23,152 from 23,152

Change0 (0%)

Value$1.9M (-$201.9K)

Filed 2026-11-03

Carnegie Investment Counsel

DECREASED

Shares21,994 from 23,343

Change-1,349 (-6%)

Value$1.8M (-$311.5K)

Filed 2026-10-20

Bank of New York Mellon Corp

INCREASED

Shares19,247 from 19,173

Change+74 (+0%)

Value$1.5M (-$161.2K)

Filed 2026-11-05

Ethic Inc.

INCREASED

Shares17,605 from 15,596

Change+2,009 (+13%)

Value$1.4M (+$24.7K)

Filed 2026-11-03

Daytona Street Capital LLC

INCREASED

Shares16,665 from 16,175

Change+490 (+3%)

Value$1.2M (-$102.5K)

Filed 2026-10-15

Citigroup Inc

INCREASED

Shares12,859 from 11,635

Change+1,224 (+11%)

Value$1.0M (-$3.5K)

Filed 2026-11-04

Praxis Investment Management Inc

NEW

Shares12,242

Change+12,242

Value$979

Filed 2026-11-03

Russell Investments Group, Ltd.

INCREASED

Shares11,719 from 9,918

Change+1,801 (+18%)

Value$937.4K (+$57.6K)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares11,135 from 16,217

Change-5,082 (-31%)

Value$890.7K (-$547.9K)

Filed 2026-11-06

ABN Amro Investment Solutions

DECREASED

Shares10,658 from 12,768

Change-2,110 (-17%)

Value$852.5K (-$280.1K)

Filed 2026-10-21

Creative Planning

INCREASED

Shares9,955 from 9,502

Change+453 (+5%)

Value$796.3K (-$46.7K)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares7,842 from 8,465

Change-623 (-7%)

Value$627.3K (-$123.7K)

Filed 2026-11-06

Amundi

DECREASED

Shares7,100 from 8,800

Change-1,700 (-19%)

Value$567.9K (-$212.7K)

Filed 2026-11-06

Great Lakes Advisors, LLC

NEW

Shares4,584

Change+4,584

Value$366.7K

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares4,562 from 3,921

Change+641 (+16%)

Value$365.0K (+$17.1K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,293 from 3,593

Change+700 (+19%)

Value$330.9K (+$34.3K)

Filed 2026-10-13

Legacy Capital Wealth Partners, LLC

INCREASED

Shares3,827 from 3,797

Change+30 (+1%)

Value$312.3K (-$31.3K)

Filed 2026-10-21

Successful Portfolios LLC

DECREASED

Shares3,800 from 4,100

Change-300 (-7%)

Value$299.0K (-$39.9K)

Filed 2026-10-09

Nisa Investment Advisors, LLC

DECREASED

Shares3,522 from 3,783

Change-261 (-7%)

Value$281.7K (-$53.9K)

Filed 2026-10-20

Sumitomo Mitsui Trust Group, Inc.

UNCHANGED

Shares3,283 from 3,283

Change0 (0%)

Value$262.6K (-$28.6K)

Filed 2026-10-29

Merit Financial Group, LLC

INCREASED

Shares3,227 from 2,937

Change+290 (+10%)

Value$258.1K (-$2.4K)

Filed 2026-11-06

Aaron Wealth Advisors LLC

NEW

Shares3,152

Change+3,152

Value$252.1K

Filed 2026-10-13

PNC Financial Services Group, Inc.

INCREASED

Shares2,640 from 2,097

Change+543 (+26%)

Value$211.2K (+$25.2K)

Filed 2026-11-06

Fifth Third Bancorp

INCREASED

Shares2,047 from 2,002

Change+45 (+2%)

Value$163.7K (-$13.9K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares1,485 from 766

Change+719 (+94%)

Value$118.8K (+$50.8K)

Filed 2026-10-30

Turtle Creek Wealth Advisors, LLC

DECREASED

Shares1,471 from 3,354

Change-1,883 (-56%)

Value$117.6K (-$179.9K)

Filed 2026-10-15

Central Pacific Bank - Trust Division

UNCHANGED

Shares1,300 from 1,300

Change0 (0%)

Value$104.0K (-$11.3K)

Filed 2026-10-06

Avanza Fonder AB

UNCHANGED

Shares994 from 994

Change0 (0%)

Value$79.5K (-$8.7K)

Filed 2026-10-13

DekaBank Deutsche Girozentrale

INCREASED

Shares919 from 867

Change+52 (+6%)

Value$75 (+$4)

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares916 from 77

Change+839 (+1090%)

Value$73.3K (+$66.4K)

Filed 2026-10-21

Covestor Ltd

INCREASED

Shares852 from 833

Change+19 (+2%)

Value$68 (-$73.9K)

Filed 2026-10-30

Gamma Investing LLC

DECREASED

Shares817 from 952

Change-135 (-14%)

Value$65.4K (-$19.1K)

Filed 2026-10-08

TD Waterhouse Canada Inc.

NEW

Shares620

Change+620

Value$50.0K

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares475 from 425

Change+50 (+12%)

Value$38.0K (+$289)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares410 from 387

Change+23 (+6%)

Value$32.8K (-$1.5K)

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares370 from 370

Change0 (0%)

Value$29.6K (-$3.2K)

Filed 2026-10-21

Versant Capital Management, Inc

DECREASED

Shares358 from 2,097

Change-1,739 (-83%)

Value$28.6K (-$157.4K)

Filed 2026-10-02

First Horizon Corp

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$26.9K (-$2.9K)

Filed 2026-10-26

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares278 from 61

Change+217 (+356%)

Value$22.2K (+$16.8K)

Filed 2026-10-05

J.Safra Asset Management Corp

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$22.0K (-$2.4K)

Filed 2026-11-03

Sterling Capital Management LLC

DECREASED

Shares257 from 260

Change-3 (-1%)

Value$20.6K (-$2.5K)

Filed 2026-10-22

Byrne Asset Management LLC

DECREASED

Shares250 from 12,917

Change-12,667 (-98%)

Value$20.3K (-$1.1M)

Filed 2026-10-06

Private Wealth Management Group, LLC

INCREASED

Shares220 from 48

Change+172 (+358%)

Value$17.6K (+$13.3K)

Filed 2026-10-19

TD Private Client Wealth LLC

INCREASED

Shares199 from 75

Change+124 (+165%)

Value$15.9K (+$9.3K)

Filed 2026-10-28

Allworth Financial LP

INCREASED

Shares179 from 176

Change+3 (+2%)

Value$15.9K (+$266)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares151 from 198

Change-47 (-24%)

Value$12.1K (-$5.5K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

DECREASED

Shares140 from 147

Change-7 (-5%)

Value$11.2K (-$1.8K)

Filed 2026-11-04

Elevation Wealth Partners, LLC

NEW

Shares111

Change+111

Value$8.9K

Filed 2026-10-07

Essential Partners LLC

INCREASED

Shares109 from 8

Change+101 (+1263%)

Value$8.7K (+$8.0K)

Filed 2026-10-14

Allspring Global Investments Holdings, LLC

INCREASED

Shares102 from 83

Change+19 (+23%)

Value$8.0K (+$852)

Filed 2026-11-04

Signaturefd, LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$7.9K (-$838)

Filed 2026-10-23

Parkside Financial Bank & Trust

DECREASED

Shares98 from 117

Change-19 (-16%)

Value$7.8K (-$2.5K)

Filed 2026-10-27

Kelleher Financial Advisors

DECREASED

Shares96 from 188

Change-92 (-49%)

Value$7.7K (-$9.0K)

Filed 2026-10-30

UMB Bank, n.a.

INCREASED

Shares96 from 23

Change+73 (+317%)

Value$7.7K (+$5.6K)

Filed 2026-11-06

Clearstead Advisors, LLC

INCREASED

Shares91 from 19

Change+72 (+379%)

Value$7.3K (+$5.6K)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares81

Change+81

Value$6.5K

Filed 2026-10-21

MV Capital Management, Inc.

INCREASED

Shares77 from 9

Change+68 (+756%)

Value$6.2K (+$5.4K)

Filed 2026-10-29

Armstrong Advisory Group, Inc

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$5.8K (-$628)

Filed 2026-10-09

WPG Advisers, LLC

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$5.8K (-$628)

Filed 2026-10-27

Bfsg, LLC

INCREASED

Shares52 from 51

Change+1 (+2%)

Value$4.1K (-$438)

Filed 2026-10-30

Activest Wealth Management

INCREASED

Shares49 from 20

Change+29 (+145%)

Value$3.9K (+$2.1K)

Filed 2026-10-15

SJS Investment Consulting Inc.

INCREASED

Shares46 from 24

Change+22 (+92%)

Value$3.7K (+$1.6K)

Filed 2026-10-26

Cullen T Bankers, Inc.

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$3.4K (-$375)

Filed 2026-10-28

Carolina Wealth Advisors, LLC

NEW

Shares40

Change+40

Value$3.2K

Filed 2026-10-23

Provenance Wealth Advisors, LLC

NEW

Shares27

Change+27

Value$2.2K

Filed 2026-10-30

Clearstead Trust, LLC

INCREASED

Shares25 from 23

Change+2 (+9%)

Value$2.0K (-$41)

Filed 2026-11-06

Ares Financial Consulting, LLC

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$1.9K (-$209)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares23 from 74

Change-51 (-69%)

Value$1.8K (-$4.7K)

Filed 2026-10-27

Larson Financial Group LLC

INCREASED

Shares22 from 17

Change+5 (+29%)

Value$1.8K (+$252)

Filed 2026-11-05

True Wealth Design, LLC

INCREASED

Shares18 from 2

Change+16 (+800%)

Value$1.4K (+$1.3K)

Filed 2026-10-13

Zions Bancorporation, National Association

DECREASED

Shares17 from 143

Change-126 (-88%)

Value$1.4K (-$11.3K)

Filed 2026-11-06

Noble Wealth Management PBC

INCREASED

Shares17 from 14

Change+3 (+21%)

Value$1.4K (+$118)

Filed 2026-10-01

JFS Wealth Advisors, LLC

INCREASED

Shares16 from 11

Change+5 (+45%)

Value$1.3K (+$304)

Filed 2026-11-03

Grove Bank & Trust

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$960 (-$105)

Filed 2026-10-08

Parallel Advisors, LLC

DECREASED

Shares11 from 78

Change-67 (-86%)

Value$880 (-$6.0K)

Filed 2026-11-03

Fortitude Family Office, LLC

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$880 (-$7)

Filed 2026-10-14

Aspect Partners, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$797 (-$81)

Filed 2026-10-20

GGM Financial LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$720 (-$78)

Filed 2026-11-05

William B. Walkup & Associates, Inc.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$720 (-$78)

Filed 2026-11-05

Signature Equity Partners, LLC

NEW

Shares8

Change+8

Value$640

Filed 2026-10-29

Elyxium Wealth, LLC

NEW

Shares8

Change+8

Value$640

Filed 2026-10-27

Albion Financial Group

NEW

Shares8

Change+8

Value$610

Filed 2026-10-21

Davis Capital Management

DECREASED

Shares8 from 12

Change-4 (-33%)

Value$640 (-$425)

Filed 2026-10-08

Bell Investment Advisors, Inc

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$640 (-$70)

Filed 2026-10-29

Caitong International Asset Management Co., Ltd

DECREASED

Shares7 from 8

Change-1 (-12%)

Value$560 (-$150)

Filed 2026-10-29

Compass Financial Management LLC

DECREASED

Shares6 from 10

Change-4 (-40%)

Value$480 (-$407)

Filed 2026-10-30

American Capital Advisory, LLC

NEW

Shares5

Change+5

Value$400

Filed 2026-10-28

Buck Wealth Strategies, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$400 (-$44)

Filed 2026-10-28

Capital Advisors, Ltd. LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$400 (-$44)

Filed 2026-10-16

Bay Harbor Wealth Management, LLC

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$320 (+$54)

Filed 2026-11-03

Jacobi Capital Management LLC

NEW

Shares3

Change+3

Value$270

Filed 2026-11-05

Archer Investment Corp

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$240 (-$26)

Filed 2026-11-05

Country Trust Bank

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$160 (-$17)

Filed 2026-10-30

GHP Investment Advisors, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$160 (-$18)

Filed 2026-10-15

Pinnacle Bancorp, Inc.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$160 (-$17)

Filed 2026-10-21

Private Trust Co NA

NEW

Shares1

Change+1

Value$80

Filed 2026-10-20

Blue Trust, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$80 (-$9)

Filed 2026-10-15

Vontobel Holding Ltd.

CLOSED

Shares0 from 2,649

Change-2,649 (-100%)

Value$0 (-$235.0K)

Filed 2026-10-16

Everhart Financial Group, Inc.

CLOSED

Shares0 from 2,256

Change-2,256 (-100%)

Value$0 (-$200.1K)

Filed 2026-10-08

AlphaCore Capital LLC

CLOSED

Shares0 from 213

Change-213 (-100%)

Value$0 (-$18.9K)

Filed 2026-11-04

Cornerstone Planning Group LLC

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-16

Owl Creek Wealth Partners LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$888)

Filed 2026-10-20

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$532)

Filed 2026-10-07

Robinswood Financial LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$532)

Filed 2026-10-20

CoreCap Advisors, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$444)

Filed 2026-10-08

Creative Capital Management Investments LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$266)

Filed 2026-10-28

NBT Bank, N.A.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$266)

Filed 2026-10-21

Retirement Wealth Solutions LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$89)

Filed 2026-10-07

Navigoe, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-04

Hughes Financial Services, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$89)

Filed 2026-10-30

Central Trust Co

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$89)

Filed 2026-11-05

DecisionPoint Financial, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$86)

Filed 2026-10-27

Gabelli Funds LLC

N/A

Shares— from 1,138,200

Change-1,138,200 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,009,284

Change-1,009,284 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 450,403

Change-450,403 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 449,362

Change-449,362 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 328,164

Change-328,164 (-100%)

Value—

Berkshire Hathaway Inc

N/A

Shares— from 298,117

Change-298,117 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 253,790

Change-253,790 (-100%)

Value—

Norges Bank

N/A

Shares— from 229,293

Change-229,293 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 187,760

Change-187,760 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 185,172

Change-185,172 (-100%)

Value—

GoodHaven Capital Management, LLC

N/A

Shares— from 162,990

Change-162,990 (-100%)

Value—

Third Avenue Management LLC

N/A

Shares— from 149,658

Change-149,658 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 134,972

Change-134,972 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 106,710

Change-106,710 (-100%)

Value—

FMR LLC

N/A

Shares— from 94,812

Change-94,812 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 86,093

Change-86,093 (-100%)

Value—

River Road Asset Management, LLC

N/A

Shares— from 73,583

Change-73,583 (-100%)

Value—

Red Door Wealth Management, LLC

N/A

Shares— from 66,973

Change-66,973 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 54,385

Change-54,385 (-100%)

Value—

Aristotle Capital Management, LLC

N/A

Shares— from 50,117

Change-50,117 (-100%)

Value—

Edgestream Partners, L.P.

N/A

Shares— from 48,798

Change-48,798 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 46,118

Change-46,118 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 41,950

Change-41,950 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 40,668

Change-40,668 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 39,760

Change-39,760 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 38,932

Change-38,932 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 38,378

Change-38,378 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 37,259

Change-37,259 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 34,343

Change-34,343 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 34,048

Change-34,048 (-100%)

Value—

State Street Corp

N/A

Shares— from 34,002

Change-34,002 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 33,077

Change-33,077 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 32,495

Change-32,495 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 31,238

Change-31,238 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 31,068

Change-31,068 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 29,118

Change-29,118 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 26,090

Change-26,090 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 22,516

Change-22,516 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 21,819

Change-21,819 (-100%)

Value—

Capital World Investors

N/A

Shares— from 21,169

Change-21,169 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 18,655

Change-18,655 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 18,218

Change-18,218 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,070

Change-18,070 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 17,377

Change-17,377 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 17,023

Change-17,023 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 16,934

Change-16,934 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 16,470

Change-16,470 (-100%)

Value—

Handelsbanken Fonder AB

N/A

Shares— from 15,360

Change-15,360 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 14,773

Change-14,773 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 13,027

Change-13,027 (-100%)

Value—

Patient Capital Management, LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

USS Investment Management Ltd

N/A

Shares— from 11,558

Change-11,558 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 10,263

Change-10,263 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 9,979

Change-9,979 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,818

Change-9,818 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 8,946

Change-8,946 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 8,771

Change-8,771 (-100%)

Value—

Frec Markets, Inc.

N/A

Shares— from 8,302

Change-8,302 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 7,689

Change-7,689 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,024

Change-7,024 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 6,994

Change-6,994 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,713

Change-6,713 (-100%)

Value—

Blair William & Co

N/A

Shares— from 6,605

Change-6,605 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,072

Change-6,072 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,754

Change-5,754 (-100%)

Value—

Arbiter Partners Capital Management LLC

N/A

Shares— from 5,629

Change-5,629 (-100%)

Value—

Huber Capital Management LLC

N/A

Shares— from 5,560

Change-5,560 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 5,476

Change-5,476 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,344

Change-5,344 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 5,271

Change-5,271 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,748

Change-4,748 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,461

Change-4,461 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,018

Change-4,018 (-100%)

Value—

Treasurer of the State of North Carolina

N/A

Shares— from 3,832

Change-3,832 (-100%)

Value—

Marnell Management LLC

N/A

Shares— from 3,717

Change-3,717 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 3,711

Change-3,711 (-100%)

Value—

Sagewood Asset Management LP

N/A

Shares— from 3,668

Change-3,668 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,272

Change-3,272 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 3,252

Change-3,252 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 3,132

Change-3,132 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 2,914

Change-2,914 (-100%)

Value—

KDT Advisors, LLC

N/A

Shares— from 2,914

Change-2,914 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,613

Change-2,613 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 2,563

Change-2,563 (-100%)

Value—

Meeder Advisory Services, Inc.

N/A

Shares— from 2,539

Change-2,539 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 2,513

Change-2,513 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 2,366

Change-2,366 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 2,352

Change-2,352 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,106

Change-2,106 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,735

Change-1,735 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,626

Change-1,626 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 1,343

Change-1,343 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,339

Change-1,339 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,042

Change-1,042 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 985

Change-985 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 788

Change-788 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 499

Change-499 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 453

Change-453 (-100%)

Value—

Ossiam

N/A

Shares— from 452

Change-452 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 413

Change-413 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 380

Change-380 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 307

Change-307 (-100%)

Value—

Royal London Asset Management LTD

N/A

Shares— from 264

Change-264 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 262

Change-262 (-100%)

Value—

Westpac Banking Corp

N/A

Shares— from 250

Change-250 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 238

Change-238 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 227

Change-227 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 216

Change-216 (-100%)

Value—

Wahed Invest LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 210

Change-210 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 190

Change-190 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 187

Change-187 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 162

Change-162 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 127

Change-127 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 114

Change-114 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 102

Change-102 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 63

Change-63 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 62

Change-62 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 35

Change-35 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 35

Change-35 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 25

Change-25 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 24

Change-24 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 18

Change-18 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 11

Change-11 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 5

Change-5 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 4

Change-4 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Seneschal Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

1015 Capital Partners, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Greenhaven Associates Inc	INCREASED	365,959	364,059	+1,900	+1%	$32.3M	$29.3M	-$3.0M	2026-10-26
Magnolia Group, LLC	INCREASED	186,894	143,409	+43,485	+30%	$12.7M	$14.9M	+$2.2M	2026-11-05
Dimensional Fund Advisors LP	INCREASED	144,254	142,939	+1,315	+1%	$12.7M	$11.5M	-$1.1M	2026-11-04
Geode Capital Management, LLC	DECREASED	94,308	115,356	-21,048	-18%	$10.2M	$7.5M	-$2.7M	2026-11-06
Principal Financial Group Inc	DECREASED	87,081	118,606	-31,525	-27%	$10.5M	$7.0M	-$3.6M	2026-11-02
Montgomery Investment Management Inc	DECREASED	53,696	55,017	-1,321	-2%	$4.9M	$4.3M	-$585.4K	2026-10-26
ACR Alpine Capital Research, LLC	INCREASED	44,941	40,626	+4,315	+11%	$3.6M	$3.6M	-$9.1K	2026-11-02
Mraz, Amerine & Associates, Inc.	INCREASED	38,037	35,284	+2,753	+8%	$3.1M	$3.0M	-$87.5K	2026-10-30
Exchange Traded Concepts, LLC	NEW	25,737	—	+25,737	—	—	$2.1M	—	2026-10-28
Tweedy, Browne Co LLC	NEW	25,737	—	+25,737	—	—	$2.1M	—	2026-11-04
State of Alaska, Department of Revenue	UNCHANGED	25,051	25,051	0	0%	$2.2M	$2.0K	-$2.2M	2026-10-15
Carmel Capital Partners, LLC	UNCHANGED	23,152	23,152	0	0%	$2.1M	$1.9M	-$201.9K	2026-11-03
Carnegie Investment Counsel	DECREASED	21,994	23,343	-1,349	-6%	$2.1M	$1.8M	-$311.5K	2026-10-20
Bank of New York Mellon Corp	INCREASED	19,247	19,173	+74	+0%	$1.7M	$1.5M	-$161.2K	2026-11-05
Ethic Inc.	INCREASED	17,605	15,596	+2,009	+13%	$1.4M	$1.4M	+$24.7K	2026-11-03
Daytona Street Capital LLC	INCREASED	16,665	16,175	+490	+3%	$1.3M	$1.2M	-$102.5K	2026-10-15
Citigroup Inc	INCREASED	12,859	11,635	+1,224	+11%	$1.0M	$1.0M	-$3.5K	2026-11-04
Praxis Investment Management Inc	NEW	12,242	—	+12,242	—	—	$979	—	2026-11-03
Russell Investments Group, Ltd.	INCREASED	11,719	9,918	+1,801	+18%	$879.8K	$937.4K	+$57.6K	2026-11-06
Barclays PLC	DECREASED	11,135	16,217	-5,082	-31%	$1.4M	$890.7K	-$547.9K	2026-11-06
ABN Amro Investment Solutions	DECREASED	10,658	12,768	-2,110	-17%	$1.1M	$852.5K	-$280.1K	2026-10-21
Creative Planning	INCREASED	9,955	9,502	+453	+5%	$843.0K	$796.3K	-$46.7K	2026-11-02
Deutsche Bank Ag\	DECREASED	7,842	8,465	-623	-7%	$750.9K	$627.3K	-$123.7K	2026-11-06
Amundi	DECREASED	7,100	8,800	-1,700	-19%	$780.6K	$567.9K	-$212.7K	2026-11-06
Great Lakes Advisors, LLC	NEW	4,584	—	+4,584	—	—	$366.7K	—	2026-11-06
LPL Financial LLC	INCREASED	4,562	3,921	+641	+16%	$347.8K	$365.0K	+$17.1K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	4,293	3,593	+700	+19%	$296.6K	$330.9K	+$34.3K	2026-10-13
Legacy Capital Wealth Partners, LLC	INCREASED	3,827	3,797	+30	+1%	$343.6K	$312.3K	-$31.3K	2026-10-21
Successful Portfolios LLC	DECREASED	3,800	4,100	-300	-7%	$338.9K	$299.0K	-$39.9K	2026-10-09
Nisa Investment Advisors, LLC	DECREASED	3,522	3,783	-261	-7%	$335.6K	$281.7K	-$53.9K	2026-10-20
Sumitomo Mitsui Trust Group, Inc.	UNCHANGED	3,283	3,283	0	0%	$291.2K	$262.6K	-$28.6K	2026-10-29
Merit Financial Group, LLC	INCREASED	3,227	2,937	+290	+10%	$260.5K	$258.1K	-$2.4K	2026-11-06
Aaron Wealth Advisors LLC	NEW	3,152	—	+3,152	—	—	$252.1K	—	2026-10-13
PNC Financial Services Group, Inc.	INCREASED	2,640	2,097	+543	+26%	$186.0K	$211.2K	+$25.2K	2026-11-06
Fifth Third Bancorp	INCREASED	2,047	2,002	+45	+2%	$177.6K	$163.7K	-$13.9K	2026-11-05
Strs Ohio	INCREASED	1,485	766	+719	+94%	$68.0K	$118.8K	+$50.8K	2026-10-30
Turtle Creek Wealth Advisors, LLC	DECREASED	1,471	3,354	-1,883	-56%	$297.5K	$117.6K	-$179.9K	2026-10-15
Central Pacific Bank - Trust Division	UNCHANGED	1,300	1,300	0	0%	$115.3K	$104.0K	-$11.3K	2026-10-06
Avanza Fonder AB	UNCHANGED	994	994	0	0%	$88.2K	$79.5K	-$8.7K	2026-10-13
DekaBank Deutsche Girozentrale	INCREASED	919	867	+52	+6%	$71	$75	+$4	2026-10-27
Assetmark, Inc	INCREASED	916	77	+839	+1090%	$6.8K	$73.3K	+$66.4K	2026-10-21
Covestor Ltd	INCREASED	852	833	+19	+2%	$74.0K	$68	-$73.9K	2026-10-30
Gamma Investing LLC	DECREASED	817	952	-135	-14%	$84.5K	$65.4K	-$19.1K	2026-10-08
TD Waterhouse Canada Inc.	NEW	620	—	+620	—	—	$50.0K	—	2026-10-16
Farther Finance Advisors, LLC	INCREASED	475	425	+50	+12%	$37.7K	$38.0K	+$289	2026-10-08
US Bancorp \de\	INCREASED	410	387	+23	+6%	$34.3K	$32.8K	-$1.5K	2026-11-05
Trust Co of Vermont	UNCHANGED	370	370	0	0%	$32.8K	$29.6K	-$3.2K	2026-10-21
Versant Capital Management, Inc	DECREASED	358	2,097	-1,739	-83%	$186.0K	$28.6K	-$157.4K	2026-10-02
First Horizon Corp	UNCHANGED	336	336	0	0%	$29.8K	$26.9K	-$2.9K	2026-10-26
MassMutual Private Wealth & Trust, FSB	INCREASED	278	61	+217	+356%	$5.4K	$22.2K	+$16.8K	2026-10-05
J.Safra Asset Management Corp	UNCHANGED	275	275	0	0%	$24.4K	$22.0K	-$2.4K	2026-11-03
Sterling Capital Management LLC	DECREASED	257	260	-3	-1%	$23.1K	$20.6K	-$2.5K	2026-10-22
Byrne Asset Management LLC	DECREASED	250	12,917	-12,667	-98%	$1.1M	$20.3K	-$1.1M	2026-10-06
Private Wealth Management Group, LLC	INCREASED	220	48	+172	+358%	$4.3K	$17.6K	+$13.3K	2026-10-19
TD Private Client Wealth LLC	INCREASED	199	75	+124	+165%	$6.7K	$15.9K	+$9.3K	2026-10-28
Allworth Financial LP	INCREASED	179	176	+3	+2%	$15.6K	$15.9K	+$266	2026-11-06
IFP Advisors, Inc	DECREASED	151	198	-47	-24%	$17.6K	$12.1K	-$5.5K	2026-10-16
EverSource Wealth Advisors, LLC	DECREASED	140	147	-7	-5%	$13.1K	$11.2K	-$1.8K	2026-11-04
Elevation Wealth Partners, LLC	NEW	111	—	+111	—	—	$8.9K	—	2026-10-07
Essential Partners LLC	INCREASED	109	8	+101	+1263%	$710	$8.7K	+$8.0K	2026-10-14
Allspring Global Investments Holdings, LLC	INCREASED	102	83	+19	+23%	$7.2K	$8.0K	+$852	2026-11-04
Signaturefd, LLC	UNCHANGED	99	99	0	0%	$8.7K	$7.9K	-$838	2026-10-23
Parkside Financial Bank & Trust	DECREASED	98	117	-19	-16%	$10.4K	$7.8K	-$2.5K	2026-10-27
Kelleher Financial Advisors	DECREASED	96	188	-92	-49%	$16.7K	$7.7K	-$9.0K	2026-10-30
UMB Bank, n.a.	INCREASED	96	23	+73	+317%	$2.0K	$7.7K	+$5.6K	2026-11-06
Clearstead Advisors, LLC	INCREASED	91	19	+72	+379%	$1.7K	$7.3K	+$5.6K	2026-11-06
Root Financial Partners, LLC	NEW	81	—	+81	—	—	$6.5K	—	2026-10-21
MV Capital Management, Inc.	INCREASED	77	9	+68	+756%	$799	$6.2K	+$5.4K	2026-10-29
Armstrong Advisory Group, Inc	UNCHANGED	72	72	0	0%	$6.4K	$5.8K	-$628	2026-10-09
WPG Advisers, LLC	UNCHANGED	72	72	0	0%	$6.4K	$5.8K	-$628	2026-10-27
Bfsg, LLC	INCREASED	52	51	+1	+2%	$4.6K	$4.1K	-$438	2026-10-30
Activest Wealth Management	INCREASED	49	20	+29	+145%	$1.8K	$3.9K	+$2.1K	2026-10-15
SJS Investment Consulting Inc.	INCREASED	46	24	+22	+92%	$2.1K	$3.7K	+$1.6K	2026-10-26
Cullen T Bankers, Inc.	UNCHANGED	43	43	0	0%	$3.8K	$3.4K	-$375	2026-10-28
Carolina Wealth Advisors, LLC	NEW	40	—	+40	—	—	$3.2K	—	2026-10-23
Provenance Wealth Advisors, LLC	NEW	27	—	+27	—	—	$2.2K	—	2026-10-30
Clearstead Trust, LLC	INCREASED	25	23	+2	+9%	$2.0K	$2.0K	-$41	2026-11-06
Ares Financial Consulting, LLC	UNCHANGED	24	24	0	0%	$2.1K	$1.9K	-$209	2026-10-19
Pinnacle Wealth Planning Services, Inc.	DECREASED	23	74	-51	-69%	$6.6K	$1.8K	-$4.7K	2026-10-27
Larson Financial Group LLC	INCREASED	22	17	+5	+29%	$1.5K	$1.8K	+$252	2026-11-05
True Wealth Design, LLC	INCREASED	18	2	+16	+800%	$178	$1.4K	+$1.3K	2026-10-13
Zions Bancorporation, National Association	DECREASED	17	143	-126	-88%	$12.7K	$1.4K	-$11.3K	2026-11-06
Noble Wealth Management PBC	INCREASED	17	14	+3	+21%	$1.2K	$1.4K	+$118	2026-10-01
JFS Wealth Advisors, LLC	INCREASED	16	11	+5	+45%	$976	$1.3K	+$304	2026-11-03
Grove Bank & Trust	UNCHANGED	12	12	0	0%	$1.1K	$960	-$105	2026-10-08
Parallel Advisors, LLC	DECREASED	11	78	-67	-86%	$6.9K	$880	-$6.0K	2026-11-03
Fortitude Family Office, LLC	INCREASED	11	10	+1	+10%	$887	$880	-$7	2026-10-14
Aspect Partners, LLC	UNCHANGED	10	10	0	0%	$878	$797	-$81	2026-10-20
GGM Financial LLC	UNCHANGED	9	9	0	0%	$798	$720	-$78	2026-11-05
William B. Walkup & Associates, Inc.	UNCHANGED	9	9	0	0%	$798	$720	-$78	2026-11-05
Signature Equity Partners, LLC	NEW	8	—	+8	—	—	$640	—	2026-10-29
Elyxium Wealth, LLC	NEW	8	—	+8	—	—	$640	—	2026-10-27
Albion Financial Group	NEW	8	—	+8	—	—	$610	—	2026-10-21
Davis Capital Management	DECREASED	8	12	-4	-33%	$1.1K	$640	-$425	2026-10-08
Bell Investment Advisors, Inc	UNCHANGED	8	8	0	0%	$710	$640	-$70	2026-10-29
Caitong International Asset Management Co., Ltd	DECREASED	7	8	-1	-12%	$710	$560	-$150	2026-10-29
Compass Financial Management LLC	DECREASED	6	10	-4	-40%	$887	$480	-$407	2026-10-30
American Capital Advisory, LLC	NEW	5	—	+5	—	—	$400	—	2026-10-28
Buck Wealth Strategies, LLC	UNCHANGED	5	5	0	0%	$444	$400	-$44	2026-10-28
Capital Advisors, Ltd. LLC	UNCHANGED	5	5	0	0%	$0	$0	$0	2026-10-27
DiNuzzo Private Wealth, Inc.	UNCHANGED	5	5	0	0%	$444	$400	-$44	2026-10-16
Bay Harbor Wealth Management, LLC	INCREASED	4	3	+1	+33%	$266	$320	+$54	2026-11-03
Jacobi Capital Management LLC	NEW	3	—	+3	—	—	$270	—	2026-11-05
Archer Investment Corp	UNCHANGED	3	3	0	0%	$266	$240	-$26	2026-11-05
Country Trust Bank	UNCHANGED	2	2	0	0%	$177	$160	-$17	2026-10-30
GHP Investment Advisors, Inc.	UNCHANGED	2	2	0	0%	$178	$160	-$18	2026-10-15
Pinnacle Bancorp, Inc.	UNCHANGED	2	2	0	0%	$177	$160	-$17	2026-10-21
Private Trust Co NA	NEW	1	—	+1	—	—	$80	—	2026-10-20
Blue Trust, Inc.	UNCHANGED	1	1	0	0%	$89	$80	-$9	2026-10-15
Vontobel Holding Ltd.	CLOSED	0	2,649	-2,649	-100%	$235.0K	$0	-$235.0K	2026-10-16
Everhart Financial Group, Inc.	CLOSED	0	2,256	-2,256	-100%	$200.1K	$0	-$200.1K	2026-10-08
AlphaCore Capital LLC	CLOSED	0	213	-213	-100%	$18.9K	$0	-$18.9K	2026-11-04
Cornerstone Planning Group LLC	CLOSED	0	24	-24	-100%	$1.9K	$0	-$1.9K	2026-10-16
Owl Creek Wealth Partners LLC	CLOSED	0	10	-10	-100%	$888	$0	-$888	2026-10-20
Wealth Enhancement Trust Services, Inc.	CLOSED	0	6	-6	-100%	$532	$0	-$532	2026-10-07
Robinswood Financial LLC	CLOSED	0	6	-6	-100%	$532	$0	-$532	2026-10-20
CoreCap Advisors, LLC	CLOSED	0	5	-5	-100%	$444	$0	-$444	2026-10-08
Creative Capital Management Investments LLC	CLOSED	0	3	-3	-100%	$266	$0	-$266	2026-10-28
NBT Bank, N.A.	CLOSED	0	3	-3	-100%	$266	$0	-$266	2026-10-21
Retirement Wealth Solutions LLC	CLOSED	0	1	-1	-100%	$89	$0	-$89	2026-10-07
Navigoe, LLC	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-04
Hughes Financial Services, LLC	CLOSED	0	1	-1	-100%	$89	$0	-$89	2026-10-30
Central Trust Co	CLOSED	0	1	-1	-100%	$89	$0	-$89	2026-11-05
DecisionPoint Financial, LLC	CLOSED	0	1	-1	-100%	$86	$0	-$86	2026-10-27
Gabelli Funds LLC	N/A	—	1,138,200	-1,138,200	-100%	$101.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,009,284	-1,009,284	-100%	$89.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	450,403	-450,403	-100%	$40.0M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	449,362	-449,362	-100%	$39.9M	—	—	—
BlackRock, Inc.	N/A	—	328,164	-328,164	-100%	$29.1M	—	—	—
Berkshire Hathaway Inc	N/A	—	298,117	-298,117	-100%	$26.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	253,790	-253,790	-100%	$22.5M	—	—	—
Norges Bank	N/A	—	229,293	-229,293	-100%	$20.3M	—	—	—
Morgan Stanley	N/A	—	187,760	-187,760	-100%	$16.7M	—	—	—
Raymond James Financial Inc	N/A	—	185,172	-185,172	-100%	$16.4M	—	—	—
GoodHaven Capital Management, LLC	N/A	—	162,990	-162,990	-100%	$14.5M	—	—	—
Third Avenue Management LLC	N/A	—	149,658	-149,658	-100%	$13.3M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	134,972	-134,972	-100%	$12.0M	—	—	—
Legal & General Group Plc	N/A	—	106,710	-106,710	-100%	$9.5M	—	—	—
FMR LLC	N/A	—	94,812	-94,812	-100%	$8.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	86,093	-86,093	-100%	$7.6M	—	—	—
River Road Asset Management, LLC	N/A	—	73,583	-73,583	-100%	$6.5M	—	—	—
Red Door Wealth Management, LLC	N/A	—	66,973	-66,973	-100%	$5.9M	—	—	—
Millennium Management LLC	N/A	—	54,385	-54,385	-100%	$4.8M	—	—	—
Aristotle Capital Management, LLC	N/A	—	50,117	-50,117	-100%	$4.4M	—	—	—
Edgestream Partners, L.P.	N/A	—	48,798	-48,798	-100%	$4.3M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	46,118	-46,118	-100%	$4.1M	—	—	—
SEI Investments Co	N/A	—	41,950	-41,950	-100%	$3.7M	—	—	—
Citadel Advisors LLC	N/A	—	40,668	-40,668	-100%	$3.6M	—	—	—
AQR Capital Management LLC	N/A	—	39,760	-39,760	-100%	$3.5M	—	—	—
HRT Financial LP	N/A	—	38,932	-38,932	-100%	$3.5M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	38,378	-38,378	-100%	$3.4M	—	—	—
Quantinno Capital Management LP	N/A	—	37,259	-37,259	-100%	$3.3M	—	—	—
Invesco Ltd.	N/A	—	34,343	-34,343	-100%	$3.0M	—	—	—
Squarepoint Ops LLC	N/A	—	34,048	-34,048	-100%	$3.0M	—	—	—
State Street Corp	N/A	—	34,002	-34,002	-100%	$3.0M	—	—	—
Bank of America Corp	N/A	—	33,077	-33,077	-100%	$2.9M	—	—	—
Balyasny Asset Management L.P.	N/A	—	32,495	-32,495	-100%	$2.9M	—	—	—
Northern Trust Corp	N/A	—	31,238	-31,238	-100%	$2.8M	—	—	—
Wells Fargo & Company	N/A	—	31,068	-31,068	-100%	$2.8M	—	—	—
Point72 Asset Management, L.P.	N/A	—	29,118	-29,118	-100%	$2.6M	—	—	—
JPMorgan Chase & Co	N/A	—	26,090	-26,090	-100%	$2.3M	—	—	—
XTX Topco Ltd	N/A	—	22,516	-22,516	-100%	$2.0M	—	—	—
First Trust Advisors LP	N/A	—	21,819	-21,819	-100%	$1.9M	—	—	—
Capital World Investors	N/A	—	21,169	-21,169	-100%	$1.9M	—	—	—
Whittier Trust Co	N/A	—	18,655	-18,655	-100%	$1.6M	—	—	—
Nuveen, LLC	N/A	—	18,218	-18,218	-100%	$1.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	18,070	-18,070	-100%	$1.6M	—	—	—
Canada Pension Plan Investment Board	N/A	—	17,377	-17,377	-100%	$1.5M	—	—	—
Summit Trail Advisors, LLC	N/A	—	17,023	-17,023	-100%	$1.5M	—	—	—
Rafferty Asset Management, LLC	N/A	—	16,934	-16,934	-100%	$1.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	16,470	-16,470	-100%	$1.5M	—	—	—
Handelsbanken Fonder AB	N/A	—	15,360	-15,360	-100%	$1.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	14,773	-14,773	-100%	$1.3M	—	—	—
Trexquant Investment LP	N/A	—	13,027	-13,027	-100%	$1.2M	—	—	—
Patient Capital Management, LLC	N/A	—	12,500	-12,500	-100%	$1.1M	—	—	—
USS Investment Management Ltd	N/A	—	11,558	-11,558	-100%	$1.0M	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	10,263	-10,263	-100%	$910.4K	—	—	—
American Century Companies Inc	N/A	—	9,979	-9,979	-100%	$885.2K	—	—	—
UBS Group AG	N/A	—	9,818	-9,818	-100%	$871.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	8,946	-8,946	-100%	$793.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	8,771	-8,771	-100%	$778.1K	—	—	—
Frec Markets, Inc.	N/A	—	8,302	-8,302	-100%	$736.5K	—	—	—
QRG Capital Management, Inc.	N/A	—	7,689	-7,689	-100%	$682.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,024	-7,024	-100%	$623.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	6,994	-6,994	-100%	$620.4K	—	—	—
Rhumbline Advisers	N/A	—	6,713	-6,713	-100%	$595.5K	—	—	—
Blair William & Co	N/A	—	6,605	-6,605	-100%	$585.9K	—	—	—
Mariner, LLC	N/A	—	6,072	-6,072	-100%	$538.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,754	-5,754	-100%	$510.4K	—	—	—
Arbiter Partners Capital Management LLC	N/A	—	5,629	-5,629	-100%	$499.3K	—	—	—
Huber Capital Management LLC	N/A	—	5,560	-5,560	-100%	$493.2K	—	—	—
Alliancebernstein L.P.	N/A	—	5,476	-5,476	-100%	$460.6K	—	—	—
New York State Common Retirement Fund	N/A	—	5,344	-5,344	-100%	$474.1K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	5,271	-5,271	-100%	$467.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,748	-4,748	-100%	$421.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,461	-4,461	-100%	$395.7K	—	—	—
Ameriprise Financial Inc	N/A	—	4,018	-4,018	-100%	$356.4K	—	—	—
Treasurer of the State of North Carolina	N/A	—	3,832	-3,832	-100%	$340.0K	—	—	—
Marnell Management LLC	N/A	—	3,717	-3,717	-100%	$329.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	3,711	-3,711	-100%	$315.5K	—	—	—
Sagewood Asset Management LP	N/A	—	3,668	-3,668	-100%	$325.4K	—	—	—
Cerity Partners LLC	N/A	—	3,272	-3,272	-100%	$290.3K	—	—	—
Renaissance Technologies LLC	N/A	—	3,252	-3,252	-100%	$288.5K	—	—	—
Stifel Financial Corp	N/A	—	3,132	-3,132	-100%	$277.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	2,914	-2,914	-100%	$258.5K	—	—	—
KDT Advisors, LLC	N/A	—	2,914	-2,914	-100%	$258.5K	—	—	—
Cetera Investment Advisers	N/A	—	2,613	-2,613	-100%	$231.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	2,563	-2,563	-100%	$227.4K	—	—	—
Meeder Advisory Services, Inc.	N/A	—	2,539	-2,539	-100%	$225.2K	—	—	—
Vident Advisory, LLC	N/A	—	2,513	-2,513	-100%	$222.9K	—	—	—
First Foundation Advisors	N/A	—	2,366	-2,366	-100%	$209.9K	—	—	—
HSBC Holdings PLC	N/A	—	2,352	-2,352	-100%	$208.6K	—	—	—
Bank of Montreal	N/A	—	2,106	-2,106	-100%	$186.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,735	-1,735	-100%	$153.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,626	-1,626	-100%	$149.4K	—	—	—
Arax Advisory Partners	N/A	—	1,440	-1,440	-100%	$127.7K	—	—	—
Quent Capital, LLC	N/A	—	1,343	-1,343	-100%	$119.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,339	-1,339	-100%	$118.8K	—	—	—
Royal Bank of Canada	N/A	—	1,042	-1,042	-100%	$92.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	985	-985	-100%	$87.4K	—	—	—
Bessemer Group Inc	N/A	—	788	-788	-100%	$70.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	499	-499	-100%	$44.3K	—	—	—
WealthCollab, LLC	N/A	—	453	-453	-100%	$40.2K	—	—	—
Ossiam	N/A	—	452	-452	-100%	$40.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	413	-413	-100%	$37.1K	—	—	—
Franklin Resources Inc	N/A	—	380	-380	-100%	$33.7K	—	—	—
Rothschild Investment LLC	N/A	—	307	-307	-100%	$27.2K	—	—	—
Royal London Asset Management LTD	N/A	—	264	-264	-100%	$23.4K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	262	-262	-100%	$23.2K	—	—	—
Westpac Banking Corp	N/A	—	250	-250	-100%	$22.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	238	-238	-100%	$21.1K	—	—	—
Glenmede Trust Co NA	N/A	—	227	-227	-100%	$20.1K	—	—	—
National Bank of Canada	N/A	—	216	-216	-100%	$19.2K	—	—	—
Wahed Invest LLC	N/A	—	215	-215	-100%	$19.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	210	-210	-100%	$18.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	190	-190	-100%	$17.0K	—	—	—
Harbour Investments, Inc.	N/A	—	187	-187	-100%	$16.6K	—	—	—
Ogorek Anthony Joseph	N/A	—	162	-162	-100%	$14	—	—	—
MetLife Investment Management, LLC	N/A	—	146	-146	-100%	$13.0K	—	—	—
California State Teachers Retirement System	N/A	—	127	-127	-100%	$11.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	114	-114	-100%	$10.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	102	-102	-100%	$9.0K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	76	-76	-100%	$6.7K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	72	-72	-100%	$6.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	66	-66	-100%	$5.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	63	-63	-100%	$5.6K	—	—	—
Penserra Capital Management LLC	N/A	—	63	-63	-100%	$5	—	—	—
LOS Angeles Capital Management LLC	N/A	—	62	-62	-100%	$5.5K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	57	-57	-100%	$5.1K	—	—	—
Huntington National Bank	N/A	—	35	-35	-100%	$3.1K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	35	-35	-100%	$3.1K	—	—	—
AE Wealth Management LLC	N/A	—	34	-34	-100%	$3.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	33	-33	-100%	$2.9K	—	—	—
Raffa Wealth Management, LLC	N/A	—	29	-29	-100%	$2.6K	—	—	—
JPL Wealth Management, LLC	N/A	—	26	-26	-100%	$2.3K	—	—	—
Brown Brothers Harriman & Co	N/A	—	25	-25	-100%	$2.2K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	24	-24	-100%	$2.1K	—	—	—
Ameriflex Group, Inc.	N/A	—	20	-20	-100%	$1.8K	—	—	—
SouthState Bank Corp	N/A	—	18	-18	-100%	$1.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	17	-17	-100%	$1.5K	—	—	—
CVA Family Office, LLC	N/A	—	15	-15	-100%	$1.3K	—	—	—
Park Place Capital Corp	N/A	—	11	-11	-100%	$976	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	9	-9	-100%	$798	—	—	—
Continuum Advisory, LLC	N/A	—	7	-7	-100%	$621	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	7	-7	-100%	$621	—	—	—
SHP Wealth Management	N/A	—	5	-5	-100%	$444	—	—	—
Fiduciary Financial Advisors	N/A	—	4	-4	-100%	$355	—	—	—
Graney & King, LLC	N/A	—	4	-4	-100%	$355	—	—	—
IMA Advisory Services, Inc.	N/A	—	2	-2	-100%	$177	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	2	-2	-100%	$177	—	—	—
Hantz Financial Services, Inc.	N/A	—	2	-2	-100%	$0	—	—	—
Rialto Wealth Management, LLC	N/A	—	2	-2	-100%	$178	—	—	—
Seneschal Advisors, LLC	N/A	—	1	-1	-100%	$89	—	—	—
1015 Capital Partners, LLC	N/A	—	1	-1	-100%	$89	—	—	—
LRI Investments, LLC	N/A	—	1	-1	-100%	$89	—	—	—
HFM Investment Advisors, LLC	N/A	—	1	-1	-100%	$89	—	—	—

Showing 276 of 276 institutions